| 10/28/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 22,200 | $599K | 0.0% | +101.8% | 0.048% | |
| 10/23/2026 | Signaturefd LLC | 1,326 | $36K | 0.0% | +60.0% | 0.003% | |
| 10/23/2026 | Inspire Investing LLC | 119,880 | $3.23M | 0.1% | +292.1% | 0.260% | |
| 10/22/2026 | Yousif Capital Management LLC | 11,689 | $315K | 0.0% | -4.6% | 0.025% | |
| 10/21/2026 | Nisa Investment Advisors LLC | 7,407 | $201K | 0.0% | -31.1% | 0.016% | |
| 10/16/2026 | Milestone Asset Management LLC | 50,054 | $1.35M | 0.2% | N/A | 0.109% | |
| 10/15/2026 | State of Alaska Department of Revenue | 9,765 | $262K | 0.0% | -43.2% | 0.021% | |
| 10/9/2026 | GAMMA Investing LLC | 3,836 | $103K | 0.0% | +11.1% | 0.008% | |
| 10/8/2026 | Farther Finance Advisors LLC | 11,883 | $321K | 0.0% | -16.1% | 0.026% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,014 | $27K | 0.0% | N/A | 0.002% | |
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| 9/9/2026 | RFG Advisory LLC | 9,535 | $256K | 0.0% | -51.8% | 0.021% | |
| 8/27/2026 | Corient Private Wealth LP | 148,273 | $3.98M | 0.0% | +359.9% | 0.322% | |
| 8/26/2026 | Amundi | 17,167 | $461K | 0.0% | -5.0% | 0.037% | |
| 8/25/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 11,000 | $295K | 0.0% | N/A | 0.024% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 93,517 | $2.51M | 0.0% | -1.2% | 0.203% | |
| 8/18/2026 | Empowered Funds LLC | 176,691 | $4.75M | 0.0% | N/A | 0.383% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 3,308 | $89K | 0.0% | N/A | 0.007% | |
| 8/17/2026 | Corient Private Wealth LP | 148,246 | $3.98M | 0.0% | N/A | 0.322% | |
| 8/17/2026 | Bank of America Corp DE | 233,461 | $6.27M | 0.0% | N/A | 0.507% | |
| 8/15/2026 | Jupiter Topco LLC | 19,568 | $526K | 0.0% | N/A | 0.042% | |
| 8/14/2026 | Legal & General Group Plc | 103,724 | $2.79M | 0.0% | N/A | 0.225% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 12,313 | $331K | 0.0% | N/A | 0.027% | |
| 8/13/2026 | Sanctuary Advisors LLC | 60,566 | $1.63M | 0.0% | N/A | 0.131% | |
| 8/12/2026 | Foyston Gordon & Payne Inc | 41,000 | $1.10M | 0.2% | N/A | 0.089% | |
| 8/12/2026 | Commerce Bank | 136,926 | $3.68M | 0.0% | N/A | 0.297% | |
| 8/12/2026 | Quantbot Technologies LP | 6,196 | $166K | 0.0% | N/A | 0.013% | |
| 8/12/2026 | William Blair Investment Management LLC | 541,392 | $14.54M | 0.0% | N/A | 1.175% | |
| 8/11/2026 | Madison Asset Management LLC | 133,998 | $3.60M | 0.0% | N/A | 0.291% | |
| 8/7/2026 | BlackRock Inc. | 7,354,533 | $197.54M | 0.0% | N/A | 15.960% | |
| 8/7/2026 | Deutsche Bank AG | 52,562 | $1.41M | 0.0% | N/A | 0.114% | |
| 8/6/2026 | Global Retirement Partners LLC | 1,021 | $27K | 0.0% | N/A | 0.002% | |
| 8/6/2026 | Bank of New York Mellon Corp | 295,909 | $7.95M | 0.0% | N/A | 0.642% | |
| 8/6/2026 | State of Wyoming | 34,804 | $935K | 0.1% | N/A | 0.076% | |
| 7/10/2026 | Wedge Capital Management L L P NC | 69,466 | $1.87M | 0.0% | -3.5% | 0.151% | |
| 7/10/2026 | Ausbil Investment Management Ltd | 23,875 | $657K | 0.3% | +132.7% | 0.052% | |
| 7/7/2026 | GAMMA Investing LLC | 3,453 | $93K | 0.0% | -32.1% | 0.007% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 6,800 | $183K | 0.0% | -12.8% | 0.015% | |
| 5/19/2026 | Bank of America Corp DE | 260,344 | $5.56M | 0.0% | +176.5% | 0.565% | |
| 5/18/2026 | Amundi | 18,073 | $386K | 0.0% | N/A | 0.039% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,279 | $27K | 0.0% | +679.9% | 0.003% | |
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| 5/18/2026 | California State Teachers Retirement System | 56,409 | $1.20M | 0.0% | +29.4% | 0.122% | |
| 5/18/2026 | Royal Bank of Canada | 46,009 | $982K | 0.0% | +50.5% | 0.100% | |
| 5/18/2026 | Rubric Capital Management LP | 4,000,000 | $85.36M | 0.9% | +297.2% | 8.681% | |
| 5/18/2026 | Empowered Funds LLC | 169,052 | $3.61M | 0.0% | -9.2% | 0.367% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 12,160 | $259K | 0.0% | -34.0% | 0.026% | |
| 5/16/2026 | Maverick Capital Ltd. | 165,242 | $3.53M | 0.0% | N/A | 0.359% | |
| 5/16/2026 | Quantinno Capital Management LP | 52,607 | $1.12M | 0.0% | +183.1% | 0.114% | |
| 5/14/2026 | Renaissance Technologies LLC | 50,900 | $1.09M | 0.0% | -76.3% | 0.110% | |
| 5/14/2026 | Gabelli Funds LLC | 290,325 | $6.20M | 0.0% | -9.4% | 0.630% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 834,651 | $17.81M | 0.2% | -2.3% | 1.811% | |
| 5/14/2026 | Sei Investments Co. | 57,924 | $1.24M | 0.0% | +166.7% | 0.126% | |
| 5/14/2026 | State of Wyoming | 11,810 | $252K | 0.0% | -7.5% | 0.026% | |
| 5/13/2026 | Cetera Investment Advisers | 13,787 | $294K | 0.0% | +7.8% | 0.030% | |
| 5/13/2026 | First Trust Advisors LP | 205,543 | $4.39M | 0.0% | +4.6% | 0.446% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,587 | $98K | 0.0% | -12.4% | 0.010% | |
| 5/8/2026 | Madison Asset Management LLC | 133,809 | $2.86M | 0.0% | -0.9% | 0.286% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 2,440,843 | $52.09M | 0.0% | -6.7% | 5.224% | |
| 5/7/2026 | Swiss National Bank | 87,800 | $1.87M | 0.0% | +1.4% | 0.188% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 140,877 | $3.01M | 0.1% | -3.2% | 0.302% | |
| 5/5/2026 | Bank of New York Mellon Corp | 276,949 | $5.91M | 0.0% | -4.3% | 0.593% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 27,063 | $578K | 0.0% | +4.0% | 0.058% | |
| 5/5/2026 | Sanctuary Advisors LLC | 39,135 | $835K | 0.0% | +65.0% | 0.084% | |
| 5/4/2026 | Principal Financial Group Inc. | 226,998 | $4.84M | 0.0% | +2.5% | 0.486% | |
| 5/1/2026 | Fifth Third Bancorp | 36,351 | $776K | 0.0% | +16,348.4% | 0.078% | |
| 5/1/2026 | ARGA Investment Management LP | 9,610 | $205K | 0.0% | N/A | 0.021% | |
| 4/27/2026 | New York State Teachers Retirement System | 68,711 | $1.47M | 0.0% | -2.2% | 0.147% | |
| 4/23/2026 | Inspire Investing LLC | 30,806 | $657K | 0.1% | -4.7% | 0.066% | |
| 4/23/2026 | Detalus Advisors LLC | 9,420 | $201K | 0.0% | N/A | 0.020% | |
| 4/22/2026 | Sterling Capital Management LLC | 1,492 | $32K | 0.0% | -44.2% | 0.003% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 20,700 | $442K | 0.0% | N/A | 0.044% | |
| 4/20/2026 | RFG Advisory LLC | 19,791 | $422K | 0.0% | N/A | 0.042% | |
| 4/16/2026 | SG Americas Securities LLC | 89,238 | $1.90M | 0.0% | -48.6% | 0.191% | |
| 3/9/2026 | EMC Capital Management | 3,405 | $58K | 0.0% | -15.0% | 0.007% | |
| 2/26/2026 | Alpine Global Management LLC | 10,296 | $176K | 0.0% | N/A | 0.022% | |
| 2/19/2026 | Invesco Ltd. | 516,127 | $8.80M | 0.0% | +32.7% | 1.105% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 11,717 | $200K | 0.0% | -36.8% | 0.025% | |
| 2/18/2026 | Empowered Funds LLC | 186,143 | $3.17M | 0.0% | +6.9% | 0.398% | |
| 2/18/2026 | XTX Topco Ltd | 25,245 | $430K | 0.0% | -32.8% | 0.054% | |
| 2/18/2026 | VARCOV Co. | 56,003 | $955K | 0.4% | N/A | 0.120% | |
| 2/18/2026 | Voloridge Investment Management LLC | 398,739 | $6.80M | 0.0% | -23.9% | 0.854% | |
| 2/18/2026 | Millennium Management LLC | 15,845 | $270K | 0.0% | -73.4% | 0.034% | |
| 2/18/2026 | Inspire Investing LLC | 32,331 | $551K | 0.0% | +23.5% | 0.069% | |
| 2/18/2026 | Invenomic Capital Management LP | 516,678 | $8.81M | 0.4% | +16.0% | 1.106% | |
| 2/18/2026 | Engineers Gate Manager LP | 25,857 | $441K | 0.0% | -68.1% | 0.055% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 141,476 | $2.41M | 0.0% | -12.9% | 0.303% | |
| 2/18/2026 | Bridgeway Capital Management LLC | 287,343 | $4.90M | 0.1% | +4.3% | 0.615% | |
| 2/18/2026 | Aristeia Capital L.L.C. | 11,090 | $189K | 0.0% | N/A | 0.024% | |
| 2/17/2026 | Guggenheim Capital LLC | 42,898 | $731K | 0.0% | N/A | 0.092% | |
| 2/17/2026 | AQR Capital Management LLC | 75,452 | $1.29M | 0.0% | -22.3% | 0.161% | |
| 2/17/2026 | Cetera Investment Advisers | 12,789 | $218K | 0.0% | +4.1% | 0.027% | |
The 401k Email 70 Million Investors Might Delete (Ad) An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will delete it without a second look.
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Watch his free breakdown now. Watch the free breakdown before this 401k change arrives |
| 2/17/2026 | Trexquant Investment LP | 232,782 | $3.97M | 0.0% | +17.1% | 0.498% | |
| 2/17/2026 | Jump Financial LLC | 18,788 | $320K | 0.0% | N/A | 0.040% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 52,389 | $894K | 0.0% | +10.0% | 0.112% | |
| 2/17/2026 | Atom Investors LP | 43,713 | $745K | 0.1% | N/A | 0.094% | |
| 2/17/2026 | &PARTNERS | 17,964 | $306K | 0.0% | +34.0% | 0.038% | |
| 2/17/2026 | Royal Bank of Canada | 30,568 | $521K | 0.0% | +66.9% | 0.065% | |
| 2/17/2026 | Mangrove Partners IM LLC | 11,817 | $201K | 0.0% | N/A | 0.025% | |
| 2/17/2026 | Graham Capital Management L.P. | 21,206 | $362K | 0.0% | N/A | 0.045% | |
| 2/17/2026 | Aster Capital Management DIFC Ltd | 1,486 | $25K | 0.0% | +158.0% | 0.003% | |
| 2/16/2026 | Squarepoint Ops LLC | 80,206 | $1.37M | 0.0% | N/A | 0.172% | |